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Forbes Lewis Watson

Legacy Wealth Management, LLC

Ridgeland, MS

CRD 1050748

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Employer firm

Legacy Wealth Management, LLC CRD 304659

$459M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Legacy Wealth Management, Llc

300 Concourse Blvd, Suite 102, Ridgeland, MS 39157 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2019-08-05
  • MS RA
    APPROVED
    Since 2019-08-05

Branch Locations

300 Concourse Blvd, Suite 102, Ridgeland, MS 39157 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mimco Jackson MS 01/2010 08/2019
Legacy Wealth Management, Llc Ridgeland MS 08/2019 Present
Previous Registrations
  • 2010-03-22 → 2019-08-06
    Bankplus Wealth Advisors
    Ridgeland, MS
    Jackson, MS
  • 2001-05-01 → 2003-01-08
    Glenwood Capital Management, Inc.
    Jackson, MS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-09
  • S65 Uniform Investment Adviser Law Examination
    2010-09-09

View on SEC IAPD

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